Windsor Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 26, 2026, reports $2.9B in regulatory assets under management, 22 employees, and 1,704 accounts.
Assets Under Management
$2.9B
Employees
22
Offices
--
Total Clients
543
Primary office
COLUMBUS, OH
2130 QUARRY TRAILS DR, 1ST FLOOR, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.1% of total clients.
Top client categories% of clientsClients
1
HNWI
62.1%
337
2
Individuals
19.3%
105
3
Corporations
14.7%
80
4
Charitable
2.8%
15
5
Pooled Investment Vehicles
0.7%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of March 26, 2026
Discretionary98.6%
$2.9B
99% of total RAUM98.6%
Non-discretionary1.4%
$41M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.9B
Total Accounts1,704
10Y AUM Change+$2.0B (+212.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee25:1
10Y Employee Change+12 (+120.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.